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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,488 | $81,696-83.5% | $70,494-80.9% | $158,982-91.5% |
| Participation rate | 26.7% | 77.7%-51.1pp | 75.1%-48.4pp | 82.0%-55.3pp |
| Annual return | 20.60% | 208.70%-188.1pp | 109.16%-88.6pp | 302.99%-282.4pp |
| Employer contribution / active EE | $334 | $3,220-89.6% | $2,738-87.8% | $4,763-93.0% |
| Participant deferral / active EE | $1,431 | $4,558-68.6% | $3,711-61.4% | $5,983-76.1% |
| Admin fee / account holder | $59 | $6,200-99.0% | $3,848-98.5% | $11,252-99.5% |